Using Copilot, AI-powered personal assistant

Copilot is your built-in assistant right inside Text App. 
It is here to help you make the most of the app by guiding you through key features, answering questions, and supporting your team’s daily tasks. It’s designed to make your experience with Text App more efficient and user-friendly.

What are the core capabilities of Copilot?

• Intuitive guidance: Understands your in-app context and intent to offer tailored assistance.

• Performance insights: Provides metrics and summaries about your Text App account on request.

• Custom Knowledge Support: Uses your internal or public documents, product pages, or PDF files as knowledge sources, so Copilot can answer business-specific queries from your team. 

Where to access it?

To access chat with Copilot, click the icon at the top right of any app page, or press Cmd + G (macOS) / Ctrl + G (Windows) to open chat.

You can also expand Copilot’s conversation window by selecting the expand button.

This opens a convenient full-screen chat, allowing you to continue the conversation in a more focused and spacious view.

Note: Each agent can access their own copy of Copilot, so each conversation is private and can’t be accessed by other agents or administrators.

What value does Copilot bring?

• Easier App Navigation: Copilot helps you quickly access settings, reports, and data without having to search manually. It provides direct links and step-by-step guidance within the app, saving time and reducing frustration.

• Reduced Support Workload: By delivering real-time assistance during chats, Copilot allows agents to solve issues independently. This reduces reliance on internal support teams and lowers operational costs.

• Support for Onboarding and Learning: Copilot is useful not just for troubleshooting but also for onboarding and ongoing training. It guides new users through key features and helps experienced users explore the full capabilities of the app and their plan.

Knowledge Hub

Knowledge sources can include your company’s help center, product documentation, internal guides, or any other material that describes your business, products, or services.

You can upload these sources to Copilot as full websites, specific pages, or PDF files. This allows Copilot to learn from your content and provide your team with relevant, business-specific answers during chats or day-to-day tasks.

This is a powerful feature, especially useful if you want to give your agents an always-available work buddy who understands your company’s processes, terminology, and customer needs.

If you’d like to learn how to add your own Knowledge Sources, check out this helpful guide:  Copilot Sources

Who can use it?

All users can benefit from Copilot - whether they need help navigating the platform or have business-specific questions. Copilot is here to support them every step of the way.

Note: Copilot can make mistakes. Always double-check the information it shares before putting it to work.